Kaydan Wealth Management, Inc. Portfolio Holdings

Kaydan Wealth Management, Inc.

  • $339 Billion
  • Q3 2024

Kaydan Wealth Management, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $339 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $36.1B, First Tr Large Cap Value with a value of $29.6B, Vanguard Small Cap Value ETF with a value of $29B, Ishares Barclays 20+ Year Trea with a value of $28.5B, and Ishares Barclays with a value of $28B.

Examining the 13F form we can see an increase of $56.6B in the current position value, from $282B to 339B.

Kaydan Wealth Management, Inc. is based out at Fenton, MI

Below you can find more details about Kaydan Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $339 Billion
ETFs: $301 Billion
Technology: $6.46 Billion
Healthcare: $4.99 Billion
Financial Services: $4.58 Billion
Industrials: $3.53 Billion
Consumer Cyclical: $2.35 Billion
Consumer Defensive: $1.64 Billion
Communication Services: $830 Million
Other: $1.18 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.4B
$2.62 Billion 0.77% of portfolio
21,375
Q4 2021 Added 3.24%
$4.09T
$2.38 Billion 0.7% of portfolio
10,223
Q3 2024 Reduced 2.25%
$3.25T
$2.15 Billion 0.63% of portfolio
4,999
Q3 2024 Reduced 0.66%
$138B
$2.05 Billion 0.61% of portfolio
5,675
Q3 2024 Reduced 0.75%
$73.6B
$1.06 Billion 0.31% of portfolio
23,549
Q3 2024 Reduced 4.64%
$697B
$861 Million 0.25% of portfolio
4,081
Q2 2024 Added 2.2%
$6.14B
$800 Million 0.24% of portfolio
7,988
Q4 2022 New
$457B
$702 Million 0.21% of portfolio
4,119
Q1 2024 Reduced 2.14%
$378B
$672 Million 0.2% of portfolio
4,145
Q3 2024 Reduced 3.29%
$193B
$656 Million 0.19% of portfolio
1,677
Q1 2023 Reduced 3.18%
$76.6B
$603 Million 0.18% of portfolio
7,772
Q1 2024 Reduced 4.64%
$402B
$550 Million 0.16% of portfolio
1,356
Q3 2024 Added 1.27%
$441B
$539 Million 0.16% of portfolio
4,594
Q2 2024 Added 3.07%
$141B
$535 Million 0.16% of portfolio
1,659
Q2 2024 Added 116.3%
$250B
$545 Million 0.16% of portfolio
6,751
Q2 2024 Added 0.96%
$39B
$487 Million 0.14% of portfolio
46,110
Q3 2024 Reduced 7.59%
$1.17T
$434 Million 0.13% of portfolio
2,593
Q3 2024 Reduced 2.85%
$468B
$434 Million 0.13% of portfolio
743
Q3 2024 Reduced 4.01%
$128B
$399 Million 0.12% of portfolio
682
Q1 2024 Added 0.59%
$67B
$392 Million 0.12% of portfolio
11,349
Q4 2022 New
$5.6B
$408 Million 0.12% of portfolio
4,211
Q3 2024 Reduced 0.35%
$162B
$397 Million 0.12% of portfolio
18,037
Q3 2024 Added 5.88%
$23.3B
$359 Million 0.11% of portfolio
2,797
Q2 2023 Reduced 1.76%
$177B
$350 Million 0.1% of portfolio
1,693
Q3 2024 Reduced 2.76%
$398B
$353 Million 0.1% of portfolio
2,037
Q2 2024 Added 1.29%
$504B
$348 Million 0.1% of portfolio
705
Q2 2024 Added 1.29%
$248B
$330 Million 0.1% of portfolio
2,908
Q3 2024 New
$131B
$339 Million 0.1% of portfolio
812
Q3 2024 Reduced 2.99%
$64.9B
$291 Million 0.09% of portfolio
2,605
Q1 2024 Reduced 0.04%
$68.6B
$304 Million 0.09% of portfolio
2,592
Q2 2023 New
$590B
$278 Million 0.08% of portfolio
603
Q2 2023 New
$148B
$287 Million 0.08% of portfolio
9,917
Q3 2024 Reduced 22.18%
$211B
$255 Million 0.08% of portfolio
1,501
Q1 2024 Reduced 0.07%
$240B
$274 Million 0.08% of portfolio
5,156
Q3 2024 Reduced 0.41%
$90.2B
$285 Million 0.08% of portfolio
3,155
Q3 2024 New
$84.5B
$235 Million 0.07% of portfolio
678
Q4 2023 New
$310B
$226 Million 0.07% of portfolio
1,146
Q3 2024 New
-
$231 Million 0.07% of portfolio
-
Q1 2024 New
-
$229 Million 0.07% of portfolio
-
Q3 2024 Reduced 21.67%
$2.29T
$254 Million 0.07% of portfolio
1,361
Q3 2024 Reduced 2.51%
$171B
$233 Million 0.07% of portfolio
1,927
Q3 2024 New
$200B
$216 Million 0.06% of portfolio
1,893
Q3 2024 Reduced 8.82%
$0
$186 Million 0.05% of portfolio
21,513
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $339 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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